Merly Elarmo-Coloma
Regional Finance Analyst for South Asia, East Asia, Middle East & Latin America (7 years 1 month)
World Vision International

(+63) 9661884419 | [email protected] | PHP 120,000 | Pasig City, National Capital Reg

Experience

19 years of total experience

Aug 2012 – Present
(7 years 1 month)
Regional Finance Analyst for South Asia, East Asia, Middle East & Latin America
World Vision International

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Assistant Manager / Manager

1) Regional Finance Analyst for Latin America (2019-Present)

– Develop new and effective tools, template and techniques that National Office can use to produce financial reports and analyses more efficiently and accurately
– Work on the uniform measures in the National Office financial reporting
– Involve on the overall initiatives on various scorecards and KPIs for the region.
– Train key finance staff in the National Offices to do financial analysis and to train these staff in using the various OLAP and Sun Systems tools/templates to do analysis
– Guide and act as a consultant to Regional Offices by providing technical advice on complex financial issues and analyses.
– Lead meetings to encourage interaction and the exchange of ideas, concerns and proposals from various
stakeholders (RO, NO, and other groups/departments within or outside FRSC) to facilitate project delivery and improved services.
– Supervise assessments or examine the adequacy and effectiveness of WV National Office financial reporting standards, practices and policies; recommends changes to enhance operating efficiencies in the region.
– Represent FRSC on regular finance meetings and consultations with the region and FP&A.

1) Regional Finance Analyst for East Asia Region & Middle EastEurope Region(2014 to 2019)

– Produce reports and analyses to support the financial analysis requirements of the regional office and FP&A
– Develop new and effective tools, template and techniques that National Office can use to produce financial reports and analyses more efficiently and accurately
– Work on the uniform measures in the National Office financial reporting
– Involve on the overall initiatives on various scorecards and KPIs for the region.
– Train key finance staff in the National Offices to do financial analysis and to train these staff in using the various OLAP and Sun Systems tools/templates to do analysis
– Guide and act as a consultant to Regional Offices by providing technical advice on complex financial issues and analyses.
– Lead meetings to encourage interaction and the exchange of ideas, concerns and proposals from various
stakeholders (RO, NO, and other groups/departments within or outside FRSC) to facilitate project delivery and improved services.
– Supervise assessments or examine the adequacy and effectiveness of WV National Office financial reporting standards, practices and policies; recommends changes to enhance operating efficiencies in the region.
– Represent FRSC on regular finance meetings and consultations with the region and FP&A.

2) Regional Finance Analyst for South Asia Region (2012 to 2014)

– Prepare monthly financial report package for South Asia & Pacific offices
– Prepare quarterly Regional Financial Scorecard
– Prepare Overspending Report and send to offices for their explanation
– Prepare Profit & Loss report for FP&A in Global Center Monrovia
– Prepare Efficiency report for FP&A in Global Center Monrovia
– Prepare Forecast report for FP&A in Global Center Monrovia
– Prepare Actual vs Budget Analysis
– Address analysis code & transaction code issues on Ledger Extracts
– Work with counterparts in the US and in South Asia on resolving issues on reporting & analysis
– Conduct training on Online Application Process
– Attend regular meeting with South Asia finance team
– Establish Account Allocation process
(Special Assignment)

2015 – 2018
(3 years 1 month)
Account Allocation Project Lead (Special Assignment)
World Vision International

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Assistant Manager / Manager

– Train NO’s on Account Allocation
– Assist NO’s to get updated on Account Allocation
– Assist NO’s on how to solve the existing Account Allocation issues
– Assist NO’s to clean up the Account Allocation items in the system

Aug 2008 – Aug 2012
(4 years 1 month)
Lead Finance Analyst – Project
World Vision International

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Supervisor / 5 Years & Up Experienced Employee

– Track compliance on core project financial reports
– Perform consolidation and analyses of approximately 6,000 Project Financial Reports submitted from 80 offices worldwide
– Work with stakeholders on resolving project-related issues/exceptions
– Perform and prepare various reports and analyses on Project Spending by different categories
– Perform and prepare various reports and analyses as requested by stakeholders
– Evaluate and analyze Project Budget/Funding vs. Actual Expense and reconcile the variance
-Provide financial information in Infor PM Database and WV Central
-Work with other FRSC team on related initiatives

Sep 2011 – Dec 2011
(4 months)
Finance Officer – Special Assignment
World Vision Geneva, Switzerland

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Assistant Manager / Manager

-Provided technical support to the  SunSystems Accounting implementation
-Set up financial accounts, ledger and journals in SunSystems in accordance with World Vision Policy
-Ensured that all procedures are followed in compliance with World Vision Partnership standards
-Assisted in the comprehensive review of financial management and reporting in WV Geneva Office
-Coordinated with WV Geneva Finance Team on financial and accounting issues, review current process and recommend course of action
-Participated in the recruitment of a permanent Finance Officer for WV Geneva

May 2008 – Jul 2008
(3 months)
Senior Accounting Manager
SM Retail- Toy Kingdom

Industry
Retail / Merchandise

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Assistant Manager / Manager

-Took the lead in day-to-day accounting activities
-Assisted in converting financial data from ACCPAC to Oracle
-Reviewed details of payment for Trade and Non-Trade payables
-Reviewed details of payment for Government taxes and remittances
-Reviewed accounting entries prior to encoding

Mar 2005 – Mar 2008
(3 years 1 month)
Finance Manager/Country Accountant
Food for the Hungry International- Cambodia

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
Assistant Manager / Manager

– Overall in charge of country’s Finance Team
– Set-up an accounting system in the project site
– Migrated all finance data from old Sun Systems to new Sun Systems
– Formed new Chart of Account codes
– Formed new Cost Centers for all projects in new project site
– Surveyed for salary scale and created new salary scale for the organization
– Trained accounting staffs and program managers on using new Sun Systems
– Created new accounting forms for new accounting system
– Converted the consolidated annual budget worksheet into new uploading worksheet journal
– Created different report formats for different donors
– Created monitoring system for staffs medical benefit expenses
– Coordinated with all Project Managers and all staff the timely submission of all accounting documents for recording into Sun Systems
– Reviewed all journals as to propriety and accuracy prior to uploading
– Prepared necessary accounting entries and adjusting entries and upload into Sun Systems
– Reviewed all transaction entries before uploading and posting into Sun Systems
– Performed accounts analysis and reconciliation of accounts prior to preparing of final financial statements and finalization
– Managed all receivables, advances, and payables accounts for prompt settlement
– Managed all income and contributions, prepared the related documents and sent to Country Director for his/her review.
– Assisted in the implementation of established internal control procedures
– Ensured that all the transactions are recorded in compliance with FHIs financial policies and procedures as well as external donors and local law
– Monitored and reviewed payroll for all of national staff and expatriate staff
– Submitted monthly financial reports to International Office, Donors, Project Managers, and Country Director and responded to any inquiries where required.
– Worked together with Country Director and communicate with Asia Regional Finance Manager (ARFM) to develop the Finance Departments overall plans.
– Worked together with Finance Assistant and Bookkeeper to develop the Finance Departments overall work plans (annual, quarterly and monthly), and to ensure their compliances with FHI and donor requirements
– Prepared the Annual Budget of the organization and review it for initial outlay and then submit to external donors (posting to GMI database) for the pledged process and finalization
– Uploaded annual budget into Sun System
– Prepared monthly Cash Flow Projection Report
– Kept track and responded to National Offices, external donors and International Office when there are differential cash flows during the projects life and terminal cash flows
– Prepared monthly and annual financial analysis reports, e.g. annual budget against annual actual expenses as well as the narrative reports and submit them to the International Office.
– Prepared audit package reports and submit them to the International Office for their review and finalization.
– Provided input on finance and accounting policies and internal controls and auditing as well as administrative services where deemed necessary.
– Revised some parts of finance and accounting policies and procedures
– Facilitated and supervised together with various program managers the implementation of effective and timely monitoring and evaluation of finance related aspects of project implementation.
– Provided accounting technique and assistance to all staff when required

Apr 2006 – Apr 2007
(1 year)
Finance Consultant (Part-time)
Shining Light Foundation

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Position Level
Assistant Manager / Manager

-Conducted training on Accounting Procedures
-Lectured on Accounting Policies
-Provided training to staff on using QuickBooks program
-Assisted in setting-up of the accounting system
– Designed Accounting forms for the organization

2005 – Apr 2005
(4 months)
Finance Consultant/Trainer
Prison Fellowship Cambodia

Industry
Non-Profit Organisation / Social Services / NGO

Specialization
Finance – General/Cost Accounting

Role
Management

Position Level
Assistant Manager / Manager

– Set-up accounting records into Quickbooks program
– Prepared and produced financial statements for various donors.
– Trained staff on Accounting Procedures
– Lectured on Accounting Policies
– Provided training on Quickbooks accounting program
– Created chart of accounts code
– Provided/designed Accounting Forms for the organization

Apr 2003 – Sep 2004
(1 year 6 months)
Financial Analyst
Crismina Garments Inc.

Industry
Manufacturing / Production

Specialization
Finance – General/Cost Accounting

Role
Financial Accounting & Reporting

Position Level
1-4 Years Experienced Employee

– Prepared monthly Value Added Tax Summary Report
– Prepared monthly Withholding Tax Summary Report
– Prepared weekly Freight-Out Report
– Prepared weekly Price Discount Report
– Prepared weekly Cash Budget
– Reconciled Accounts Payable-Fabric
– Reconciled Accounts Payable-Garments Accessories
– Released check payments
– Checked and validated Security Services Payroll
– Checked and validated Janitorial Services Payroll

– Processed advance payments to suppliers of fabrics
1. Checked and validated invoices
2. Disbursed check payments
3. Performed offsetting of invoice set-up to advances set-up in ACCPAC

– Processed payments to suppliers with credit terms
1. Checked and validated invoices
2. Consolidated the needed documents
3. Disbursed check payments

– Processed payments to foreign consultants
1. Validated Billing Statement
2. Set-up Billing Statement in ACCPAC
3. Disbursed check payments

– Processed payments to forwarding agents
1. Checked and validated debit notes
2. Calculated charges per supplier and per plant
3.  Summarized charges per supplier and per plant
4. Set-up debit notes in ACCPAC
5. Disbursed check payments

– Updated the record of Letter of Credit
– Updated the record of Trust Receipts
– Disbursed Trust Receipts payment
– Prepared payment for Bank Loans
– Prepared payment for Loan Interests
– Prepared monthly Aged Payables Report
– Prepared monthly Freight-In Report

Jan 2002 – Feb 2003
(1 year 1 month)
Accountant
Visard Development Corp.

Industry
Construction / Building / Engineering

Specialization
Clerical/Administrative Support

Position Level
1-4 Years Experienced Employee

– Prepared monthly Financial Statements
– Prepared monthly Input Tax Summary Report
– Prepared monthly Value Added Tax Return
– Prepared cash and check vouchers.
– Prepared employees payroll
– Handled Sales Journal
– Handled Purchases Journal
– Handled General and Subsidiary Ledger
– Performed Bank Reconciliation
– Performed reversing of entries
– Performed closing of entries

Jan 2000 – Apr 2001
(1 year 3 months)
Accounting Assistant
Raymond Auto Mart

Industry
Automobile / Automotive Ancillary / Vehicle

Specialization
Finance – General/Cost Accounting

Position Level
1-4 Years Experienced Employee

– Handled Petty Cash
– Prepared Petty Cash replenishment
– Prepared Daily Sales Report
– Prepared cash and check vouchers
– Prepared employees payroll
– Handled Charge Sales Book
– Prepared customers Statement of Account
– Follow-up credit collection from customers
– Validated Inventory Report
– Issued companys Official Receipts for checks collected.
– Prepared cash and checks deposit slips.
– Prepared monthly Accounts Receivable Report

Aug 1999 – Jan 2000
(6 months)
Accountant
ISI Trucking Corporation

Industry
Oil / Gas / Petroleum

Specialization
Finance – General/Cost Accounting

Position Level
1-4 Years Experienced Employee

– Prepared monthly Financial Statements
– Prepared employees payroll
– Prepared monthly Input Tax Summary Report
– Prepared monthly Value Added Tax Return
– Handled inventory of oil products
– Handled record of daily transactions of the trucks
– Issued companys Official Receipts for checks collected.
– Handled Cash Receipts Journal
– Handled Disbursement Journal

Mar 1999 – Jul 1999
(5 months)
Accounting Clerk
SM Shoemart/Super Value Inc.

Industry
Retail / Merchandise

Specialization
Finance – General/Cost Accounting

Position Level
Fresh Grad / < 1 Year Experienced Employee

– Monitored companys Business Forms.
– Managed approval of Business Forms issuance
– Prepared clients Statement of Accounts
– Prepared monthly Operating Expenses Report
– Performed Daily Sales Audit
– Performed actual count of Gift Checks
– Checked Cashiers Report

Jun 1997 – Mar 1999
(1 year 10 months)
Bookkeeper
Lim’s Accounting Firm

Industry
Accounting / Audit / Tax Services

Specialization
Finance – General/Cost Accounting

Position Level
Fresh Grad / < 1 Year Experienced Employee

– Handled Sales Book of clients
– Handled Purchases Book of clients
– Computed Value Added Tax Payment of clients
– Prepared monthly VAT Return of clients
– Computed monthly SSS contribution of clients employees
– Prepared monthly SSS contribution payment return of clients
– Assisted in preparing Financial Statements of clients

Mar 1997 – Jun 1997
(4 months)
Receipts & Receivable Assistant
Negros Navigation Company, Inc.

Industry
Transportation / Logistics

Specialization
Finance – General/Cost Accounting

Position Level
Fresh Grad / < 1 Year Experienced Employee

– Monitored the tickets issued to passengers.
– In-charged in issuance of unused passengers ticket
– Prepared monthly Accounts Receivable Report
– Assisted in conducting the Sales Audit
– Updated record of Sales Report discrepancies

Education

1999
University of the Philippines
Bachelor’s/College Degree  in Commerce | Philippines

Major
BS in Accountancy
1900

Skills

Advanced
Sun System, Quickbooks Program, Windows/Microsoft, Lotus Notes, Monarch

Intermediate
ACCPAC System

Basic
Peach Tree Program, Oracle

Languages

Proficiency level: 0 – Poor, 10 – Excellent

Language
Spoken                Written

English
10       10

Filipino
10       10

Spanish
4         4

Additional Info

Expected Salary
PHP 120,000

Preferred Work Location
National Capital Reg, Anywhere in Singapore, Europe

Other Information

OBJECTIVE:
To become successful in a more challenging and rewarding position as Finance Analyst/Finance Manager/Finance Controller.

COMPUTER SKILLS:
Proficient in Accounting Software e.g. Sun System (old and new version),ACCPAC System, Quickbooks, and Peachtree Program), Monarch, Lotus Notes, and Microsoft Application e.g. Word, Excel, Power Point, and Outlook. Few knowledge on Oracle.

ELIGIBILITY:
-Passed the Professional Career Service Exam in the Philippines

TRAININGS/WORKSHOPS

Management Essential & Senior Leadership Programme
July 2016- April 2017
Pasig City, Philippines

Anti-Corruption Training Series
January 24-26, 2017
Pasig City Philippines

Training of Trainers
October 11-13, 2016
Pasig City, Philippines

Sun6: The NO Finance Approach
August 23-24, 2016
Pasig City, Philippines

LEAP3 Workshop
August 31 – Sep 1, 2016
Pasig City, Philippines

Finance Leaders Orientation and Training
July 24-28, 2016
Bangkok, Thailand

Stress Management
May 13, 2015
Pasig City, Philippines

Customer Service 101
Jun 10, 2014
Ateneo de Manila University, Makati City

Sun Systems (Version 6) Training
Nov 18-22, 2013
Pasig City, Philippines

Focus Training (Achieving the Highest Priorities)
Sep 17-18, 2013
Pasig City, Philippines

Shared Service Business Workshop
Aug 25-28, 2013
Kuala Lumpur, Malaysia

Business Writing
Jun 19-20, 2013
Pasig City, Philippines

Lotus Notes Training
Oct 19, 2012
Pasig City, Philippines

New Manager’s Training
Aug 20-24, 2012
Pasig City, Philippines

Six Sigma Yellow Belt Training
Jun 20-21, 2012
Pasig City, Philippines

Microsoft 2010 Pivot Tables Training
May 04, 2012
Pasig City, Philippines

Query & Analysis Training
Apr 30, 2012
Pasig City, Philippines

Developing Managerial Leadership Training
Apr 13-14, 2011
Pasig City, Philippines

Managing Successful Project
Feb 16-17, 2010
Pasig City Philippines

Strategic Planning Workshop
May 6-8, 2009
Pampanga City, Philippines

Servant Leadership Seminar
Sept 24-25, 2008
Pasig City, Philippines

Oracle – General Ledger
May 15-17, 2008
Makati City, Philippines

Vision Excel Training
Mar 17-21, 2008
Phnom Penh, Cambodia

Sun Systems Accounting Program (Vers. 5) Training
Sept 17- Sept 28, 2007
Bangkok, Thailand

Excellence in Supervision
2 Hours/Month, April 2005 to March 2007
Phnom Penh, Cambodia

Vision of Community Study
2 Hours/Month, April 2005 to Dec 2006
Phnom Penh, Cambodia

Listening Workshop
Sept 7, 2006
Phnom Penh, Cambodia

International Staff Workshop
May 5, 2006
Phnom Penh, Cambodia

First Human Resource Conference
Feb 18, 2006
Phnom Penh, Cambodia

Sharpening Your Interpersonal Skills
October 31- November 04, 2005
Phnom Penh, Cambodia

Corporate Identity Training
Aug 14-23, 2005
Bangkok, Thailand

Sun Systems Accounting Program (Vers. 4) Training
April 2-6, 2005
Phnom Penh, Cambodia

Surviving in Cross Cultural Situation Workshop
Apr 23, 2005
Phnom Penh, Cambodia

About Me

Gender: Female
Age: 42 years
Address: 14F Antel Global Center Julia Vargas Ave, Ortigas, Deparo, Caloocan City, 1605, Pasig City, National Capital Reg, Philippines

Nationality
Philippines